Teams, Roles & Permissions

Created by Josh Pike, Modified on Thu, 08 Dec 2022 at 12:26 AM by Josh Pike

Teams, Roles and Permissions can be managed from the configuration panel to ensure your people have access to the information and processes they need.
  1. Access the Configuration Panel from the avatar menu at top right of your screen
  2. Go to the Permissions tab
  3. Roles enables the set up of user types with preset permissions
  4. Create Teams for groups of users that perform set functions in the system. Teams can be made up users with different roles.
    1. For example a Site Inspection Review Team might include Admin users and Compliance Manager users which have different permissions throughout the system but together have a special permission to review, accept and reject site inspections
    2. Teams permissions override Role permissions so that becoming a member of a Team can give a user additional permissions outside of what their Role allows

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